Navigating the phone number settings in Pest AI CRM might seem daunting at first, but it’s easier than you think. Here’s a breakdown to help you master these settings:
Number Name:
-This is the internal name for the phone number. You might name it something like "main marketing number" or after an employee assigned to this number.
Forwarding Number:
This is the phone number where inbound calls to the new number will be routed. When someone calls the new number, the call is redirected to the number saved here.
Pass Called Number as Caller ID:
By default, the caller's number is shown as the Caller ID. If you check this box, the system will display the number you purchased as the Caller ID. This helps you recognize calls from this sub-account.
Enable Call Connect:
If this box is unchecked, incoming calls connect immediately when you answer. Checking this box plays a whisper message, prompting you to press a button to accept the call.
Why Enable Call Connect?
This feature helps the CRM distinguish between connected and unconnected calls, enabling automations like sending a text to missed calls. Without this, the system might mistake voicemail recordings for answered calls. Enabling this ensures only human-answered calls are marked as connected.
Whisper Message:
This message is played to the person answering the call when Call Connect is enabled. It could be something like “PestAI call” or “Call from [agency name], press a key,” indicating you need to press a key to connect.
Call Recording:
Turning on call recording allows calls to be recorded and added to the contact’s conversation stream, along with emails, texts, and social media messages. Note that many states require a whisper message like “this call will be recorded for quality purposes” to inform the caller.
Call Timeouts:
Inbound Timeout:
This sets how long (in seconds) the system rings an inbound call before dropping it or forwarding it to voicemail.
Scenario 1: To have the call go to your cellphone voicemail, leave this field blank or set it to 60 seconds.
Scenario 2: To have the call reach a pre-recorded voicemail within the CRM, set the timeout to around 20 seconds. This ensures the call doesn’t ring long enough to reach personal voicemail.
Scenario 3: To direct calls straight to the CRM’s pre-recorded voicemail, set the timeout to 1-4 seconds. Ensure a voicemail file (MP3/WAV) is uploaded in the Business Info tab or the user’s profile settings.
Outbound Timeout:
This sets how long (in seconds) the system rings an outbound call before dropping it. A shorter timeout (around 30 seconds) reduces the chances of reaching voicemail, ideal for voicemail drop campaigns or when agents need to quickly move through extensive call lists.